BIG TIME CHANGE / JOHN MAULDIN`S WEEKLY NEWSLETTER

Big Time Change By John Mauldin  Today we continue anticipating 2026, this time shifting for the first part of the letter from economic issu...

IS PASSIVE INVESTMENT INFLATING A STOCKMARKET BUBBLE? / THE ECONOMIST

Is passive investment inflating a stockmarket bubble? A widely circulated working paper suggests so Illustration: Satoshi Kambayashi In 2016...

TRUMP`S NEW "GREAT GAME": MINING, MAPPING AND MERCANTILISM / THE FINANCIAL TIMES OP EDITORIAL

Trump’s new ‘great game’: mining, mapping and mercantilism The contest for resources between the US and China will continue after the presid...

THE TWIN "FACTORIES" SPURRING GLOBAL GHROWTH ARE BOTH AT RISK / THE FINANCIAL TIMES MARKETS INSIGHT

The twin ‘factories’ spurring global growth are both at risk Sustainability of the AI-driven investment boom and China’s export machine are ...

THE BOND VIGILANTES HEAD TO TOKYO / THE WALL STREET JOURNAL OP EDITORIAL

The Bond Vigilantes Head to Tokyo Surging long rates warn that Japan needs better economic policies. By The Editorial Board A monitor displa...

WILL JAPAN BE THE WORLD`S NEXT AI LEADER? / PROJECT SYNDICATE

Will Japan Be the World’s Next AI Leader? Japan has so far taken an “innovation-first” approach to AI governance, avoiding stringent rules o...